Alma
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161 results found
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Automate Work Order creation based on item location.
Boston College would like to be able to configure Alma so that work orders are auto-created for materials in a designated location when they are placed on loan.
Here is the desired workflow:
- Item is loaned.
- At the same time, Alma automatically places a work order on the item.
- When the item is returned to the managing circulation desk the work order is triggered and the item is routed to the correct work order department for processing.
The purpose of this request is to improve the management of the laptops that Boston College Libraries loan to patrons, and to facilitate…
149 votes -
Adding new labels to a letter in Alma
In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails
I want to add new labels with translation field.For example the OrderListLetter.xsl has the following codes:
department; billingaddress; date; issnisbn; sincerely; addressFrom; Cc; Bcc; note; letterName; orderdate; subject; polinenumber; price; quantity; shippingaddress; shippingmethod; title; vendoraccount; placeorderintroduction
In Alma/Administration/General Configuration/Configuration Menu/General Configuration/Customize Letters
We want to add a new header cells, for example:
<th>@@publication_place@@</th>Is there possible to add new codes in “Alma/Administration/General Configuration/Configuration Menu/General Configuration/Letter emails”?
127 votes -
Converting Physical item request to Digitization or Borrowing request
It would be great if we could convert a Physical item request to e.g. a Scan request or a Borrowing request.
For instance: our patron places a request in another Library from our institution ( = In transit Physical item request), but it turns out the book is damaged (-> convert to Patron digitization request) or lost and cannot be supplied. (-> convert it to a Borrowing request)126 votesThe option to change hold to digitization request (and vice versa) will also be added
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Limit in house use entry through Scan in Items
Alma records In House use via "Scan in Items" module and whenever item that is not on loan checked in. I would like to see a setting that will allow "In House use" to be registered only by Scan in Items. There are numerous occasions where staff may check in items but it is necessarily "in house use" by patrons.
122 votes -
Provide email address information in search results of patron search
When searching for patrons through Fulfilment>Manage Patron Services, it would be useful if the search results included the patron's email address so that library staff had a unique identifier to check against when there a multiple patrons with the same name.
122 votes -
Booking, transit and preview time
We use the booking functionality in Alma for our Audio/Video-equipment. The equipment is administrated by our media production department, and is configured as a library in Alma.
The AV-library is the only place on campus patrons can check out and return AV-items. Apart from that, the AV-library also supports delivery to a library at a different campus (Kjeller).
• The transit time between the AV-library and Kjeller is set to 48 hours.
• The preview time on the equipment booking is set to one hour.Use case:
When scanning an item due for pick-up at Kjeller within the next 48…106 votes -
Add a field for Library URL to the Library details that can be used in Letters.
Hello,
Most of libraries have a separate website with all relevant information for patrons. In Patron facing letters in Alma it would be useful to have a link to this library website.
Currently, there is no dedicated field in library details configuration where such link could be stored and then passed to the letters.
Please add a dedicated field for library website in library details configuration and feed this field to the Alma Letters.
Best regards,
Dominik104 votes -
Refreshing linked account expiration dates
As we understand it, there are only two ways for a linked account's expiration date to be refreshed/synchronized with the user's primary account in their home IZ:
Requesting an item from the IZ with that linked account
Staff at the lending institution go to Manage Patron Services, Find user in other institution, enter the user's identifier, and then find user
We think that the Alma experience would be improved by triggering this refresh process by a renewal attempt, by having an ability to run and schedule a job that refreshes these expiration dates on a regular basis, or by some…
103 votes -
Sort of holdings with the same location by call number in the GetIt Tab
Currently, the display of holdings in Primo for multi-volume monographs is random.
Alma only allows to configure the order of locations by "their proximity to the patron, according to the library IP address”. However, holdings with the same location but different call numbers are not sorted in any meaningful way.When we catalogue a multi-volume monograph we create a different holding record for each volume, so we cannot use the “item sort routines” to adjust the display in Primo, because they only apply to items within the same holding.
Currently, our patrons see things like this:
http://primo.sns.it/primo_library/libweb/action/display.do?tabs=requestTab&ct=display&fn=search&doc=39pis_alma2150514590002521We’d like to…
97 votes
Dana Moshkovits
responded
This idea was mistakenly marked as completed and therefore I am setting it back to its original state.
The idea that was completed as part of October release is ‘Sort of holdings by location(A-Z) in Primo Getit’ -
Display renewals in Item History
In the Physical Item Editor, under the Fulfillment activities, we are able to see the Loan and Return history. I think it would be great to see Renewal information in this place as well.
So many times, we have patrons disputing fines because the item was late and they renewed it thinking that it's not due on the original due date.
It's true that when the item is checked out to the person you can see this when you click Actions>Loan History. But this does us no good when the item is checked back in and a patron comes to…
84 votes -
Add department to User Details in Alma and to Hold/Resource Sharing pick slip for department delivery
We would like to use office delivery in Alma for our faculty but do not want to deliver items to an address. We want to deliver items to a department and have faculty pick up their items in the Department's office. In order to do this we need Department added to the User Details screen (we currently store department information in Job Description) and we also need department added to the Hold/Resource Sharing Pick Slip.
83 votes -
Allow customization of close_paid_lost_loans parameter
When the closepaidlostloans parameter to false and lost loans are closed (either manually or through the Close Lost Loans job), refunds/credits are not automatically given to patrons if the item is subsequently found and returned. When setting the closepaidlostloans parameter to true and the lost loan is closed (automatically setting the Lost and Paid status), a refund/credit IS applied to the patron’s account if the item is subsequently found and returned, providing the Lost Loan Refund Ratio is greater than 0.
For libraries that wish to take advantage of this new Process Type, but…
82 votes -
Ability to Toggle the Missing with Fulfillment Role
Currently, the only way to mark an item missing with a fulfillment role is from a request. However, circulation staff often need to mark items missing that do not have requests. As far as I can tell, it requires the Physical Inventory Operator role to toggle the missing status from the item record. I would like staff to be able to toggle the missing status without having permission to edit/add records. Marking something missing is typically a fulfillment activity though and not always related to a request.
78 votes -
Configuring External Library names for display in Primo
In Alma it is already possible to enter external location names for display in Primo. We request this option for library names, too. Currently, the configured library name is exposed to the user in the Primo Getit tab as well as to the staff in several places in the Alma user interface, f.ex. the „currently at“ pickup list and the persistent menu. We request the possibility to configure an internal name for display in Alma (for example in abreviated form) and and external name for display in the Primo Get it tab.
78 votes -
Allow user preferred pick up location while retaining other options
Currently in the TOU you can allow pick-up at "Any pick-up location" or at" User affiliated Campus Pick-up locations". If the latter is set, only pick-up locations of the user's campus are available. We need an extension to the former rule, that lets the user's preferred pick-up location (a new parameter in the user profile) be selected as default option, while still allowing the user to select a different location when placing the request.
Obviously, the "User preferred pick-up library" needs to be added to the user profile.77 votes -
Add warning to "Scan In Items" and "Shipping Items" for certain item policies
We would like to suggest the implementation of a pop-up for "Scan In Items" and "Shipping Items" to alert staff when they are about to process an item with a restrictive item policy (e.g. 63, 67, 68, etc.).
For example, when a request is placed at the title level and there are multiple items with differing item policies, this pop-up would be helpful to avoid processing the wrong item.
73 votes -
No items available for request due to policy- Show policy violated
When a request fails, an error message reads: "No items available for request due to policy." It would be very helpful if the error message included which policy prevents the request. With that information, I can easily tell the patron what prevents the request or fix a policy problem. Right now, I have to hunt the problem down in the fulfillment and/or configuration modules.
71 votes -
Enhance Convert to Resource Sharing function on Pick From Shelf List
When you don't find a requested item at your institution, it is great to be able to 'convert it to a resource sharing request' -- however that function should mark the item missing from our institution. Since pick from shelf does NOT display barcode and once we select the item to be converted to resource sharing request, it disappears from the pick from shelf list, so it is very difficult and time consuming to find the item and toggle it to missing. Also, the resource sharing request might be canceled because the item at our institution shows up as 'item…
67 votes -
We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them o
This is about allowing Course Reserves course and reading lists to be able to be managed in sets and deleted in bulk.
We would like the ability to manage course reserves reading lists and courses in bulk. Currently, it appears that we can only delete them one at a time and have thousands of old outdated ones. This could either be done in the Mange Fulfillment Sets or just Manage Sets and then we would want a way to delete them too with a job.
65 votes -
Display patron account expiration date on manage patron services screen
It would be helpful to display the patron's expiration date on the manage patron services screen so that an operator does not need to navigate to the patron record and the "general information" tab just to see the patron's expiration date.
64 votes
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